Mobile: Working with Folders

Here's what covered in this article:

Creating Folders

To manage your documents more easily, you can organize your files into folders.

To create a folder:

  1. Tap the burger icon to the right of any folder inside the Client uploaded documents, then tap New Folder.
  2. Type in the folder’s name.
  3. Tap the Create button.

You can now select the created folder and upload files to it. 

Moving Files and Folders

You can move files and folders you have stored within the system to any folder.

  1. Go to Documents, and select the files/folders you want to move.
  2. Tap the three dots icon on the right at the top of the table, then tap Move Selected
  3. Navigate to the desired folder, then tap MOVE.

Searching For a Folder

To search for a folder, type all or part of the folder’s name into the search field, then tap the enter key.

The document list will be narrowed according to your specified parameters. 

Tap the cross icon in the  Search field to clear the search. 

Deleting Folders

To remove a folder from the system:

1. Tap the three dots icon on the right within the row of the selected folder, then tap  Delete.

2.Tap the  DELETE button in the File Delete Confirmation pop-up.

Warning! All of the files within this folder will be deleted too.